Fundamental Holdings Inc.
Plan context: Fundamental Holdings Inc. 401K Profit Sharing Plan
EIN 83-1136380 • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,013,538
2025 Contributions
$410
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,013,538 | $410 | $68iApproximate average salary by contribution assumption: employee only about $1,708 at 4% or $1,139 at 6%; with 50% employer match about $1,139 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%. |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 6 | $1,013,538 | $410 | $68iApproximate average salary by contribution assumption: employee only about $1,708 at 4% or $1,139 at 6%; with 50% employer match about $1,139 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%. |
| 2024 | 1 | 6 | $894,836 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 6 | $894,836 | - | - |
| 2023 | 1 | 6 | $1,143,831 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 6 | $1,143,831 | - | - |
| 2022 | 1 | 7 | $1,121,028 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 7 | $1,121,028 | - | - |
| 2021 | 1 | 7 | $1,059,341 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 7 | $1,059,341 | - | - |
| 2020 | 1 | 6 | $666,733 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 6 | $666,733 | - | - |
| 2019 | 1 | 1 | $393,708 | $0 | - |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 1 | $393,708 | - | - |
| 2018 | 1 | 1 | $218,217 | $218,207 | $218,207iApproximate average salary by contribution assumption: employee only about $5,455,175 at 4% or $3,636,783 at 6%; with 50% employer match about $3,636,783 at 4% or $2,424,522 at 6%; with 100% employer match about $2,727,588 at 4% or $1,818,392 at 6%. |
| Fundamental Holdings Inc. 401K Profit Sharing Plan | - | 1 | $218,217 | $218,207 | $218,207iApproximate average salary by contribution assumption: employee only about $5,455,175 at 4% or $3,636,783 at 6%; with 50% employer match about $3,636,783 at 4% or $2,424,522 at 6%; with 100% employer match about $2,727,588 at 4% or $1,818,392 at 6%. |